IBKR Portfolio Builder MCP Server - install & status [2026]

01 · Install IBKR Portfolio Builder

Claude Code

claude mcp add adwiteeymauriya-ibkr-portfolio-builder-m --transport http https://{ibkr_mcp_host}/mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "adwiteeymauriya-ibkr-portfolio-builder-m": {
      "url": "https://{ibkr_mcp_host}/mcp"
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

https://{ibkr_mcp_host}/mcp

transport: streamable-http

endpoint NOT responding · probed 2026-08-25

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as remote - your agent's requests go to {ibkr_mcp_host}

license MIT - declared in the repository

registry namespace io.github.adwiteeymauriya is GitHub-verified and matches the repo owner

03 · What IBKR Portfolio Builder can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

What you can build

With this server connected, an agent can open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL, run an IBKR scan - pass scan_code, instrument, location, optional price / volume filters. Returns rank + ticker + exchange, list subscribed IBKR news providers (Briefing.com, Dow Jones, etc.), and fetch headlines for a US stock across all subscribed providers. Headlines only.

Capability map

Tools grouped from the project's README - what IBKR Portfolio Builder lets an agent do.

News

3 tools - e.g. List subscribed IBKR news providers (Briefing.com, Dow Jones, etc.).; Fetch headlines for a US stock across all subscribed providers. Headlines only; surfaces a clear notice field when the account lacks…

ib_news_providers · ib_news_for_symbol · ib_news_article

Price

2 tools - e.g. Current bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly.; OHLCV bars for any duration / bar size (1 day, 1 hour, 5 mins, ...). Always works…

ib_price_snapshot · ib_price_history

Screener

2 tools - e.g. Substring search over the raw scan-parameters.xml codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog.; Run an IBKR scan - pass scan_code, instrument, location…

ib_screener_codes · ib_screener

Account

1 tool - e.g. NetLiquidation / BuyingPower / TotalCashValue / AvailableFunds / UnrealizedPnL for the connected paper or live account.

ib_account_summary

Positions

1 tool - e.g. Open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL.

ib_positions

Open

1 tool - e.g. Currently working orders with status, filled / remaining quantity, average fill price.

ib_open_orders

Trades

1 tool - e.g. Recent executed fills (days_back window, IBKR caps history ~7 days).

ib_trades

Contracts

1 tool - e.g. Fuzzy-search IBKR's contract database by name / partial ticker.

ib_search_contracts

Latest releases

v0.1.4 · 2026-06-08

First version published to the official MCP Registry. · No tool or runtime changes vs. v0.1.0 - the bumps between were registry metadata fixes (description length, transport shape, template-variable collision…

v0.1.0 · 2026-06-06

First public release of ibkr-portfolio-builder-mcp - a remote MCP server for top-down portfolio construction with Interactive Brokers. · What's in it · 15 read-only MCP tools parity with IBKR's official MCP for the…

04 · Who maintains IBKR Portfolio Builder

IBKR Portfolio Builder is maintained by adwiteeymauriya. It's the only MCP server we track from this author; the repo dates to Jun 2026.

05 · Facts

repository: github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp
category: security - ranked #147 of 182 actively-maintained security servers as of 2026-08-25.
release cadence: 2 releases in the last 90 days (latest 2026-06-08)
registry: io.github.adwiteeymauriya/ibkr-portfolio-builder-mcp (active, first published 2026-06-08)

06 · IBKR Portfolio Builder FAQ

Is IBKR Portfolio Builder still maintained?

Yes - as of 2026-08-25, its last commit was 2026-06-08 and it shipped 2 releases in the last 90 days. We re-verify nightly.

What can IBKR Portfolio Builder do?

With this server connected, an agent can open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL, run an IBKR scan - pass scan_code, instrument, location, optional price / volume filters. Returns rank + ticker + exchange, list subscribed IBKR news providers (Briefing.com, Dow Jones, etc.), and fetch headlines for a US stock across all subscribed providers. Headlines only.

How do I install IBKR Portfolio Builder?

Run `claude mcp add adwiteeymauriya-ibkr-portfolio --transport http https://{ibkr_mcp_host}/mcp`. You can also paste the ready-made client config above.

07 · Alternatives to IBKR Portfolio Builder

Alternatives to IBKR Portfolio Builder

Maintained security servers if IBKR Portfolio Builder isn't the fit.

Pairs well with

Servers that cover what IBKR Portfolio Builder doesn't - only shown when the pairing reason fits the companion.

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